Current rates effective 20 March 2025

Written communication

Unless there are known vulnerabilities or exceptions, clients must be included in all written correspondence. Exceptions are in place for clients who have:

A representative’s authority to act and the personal information they can access varies between clients. Because representative arrangements can change, it is crucial to check before releasing any information to avoid privacy breaches.

If in doubt, contact the client by phone to determine if the representative arrangement is still in place. If the client cannot be reached by phone, send an email.